Menu
home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Buy Currently
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Sample Portfolio
Sample Portfolio Analysis
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Account Requirements
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
Municipal Bond Presentation
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Normally Buy
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
Recent Quotes
View Full List
My Watchlist
Create Watchlist
Indicators
DJI
Nasdaq Composite
SPX
Gold
Crude Oil
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
Topics
Animal Testing
Artificial Intelligence
Bankruptcy
Bonds
Brexit
Cannabis
Climate Change
Credit Cards
Data Breach
Death
Derivatives
Earnings
Economy
Electric Vehicles
Emissions
Energy
Firearms
Fraud
Government
Hacking
Immigration
Initial Public Offering
Intellectual Property
Law Enforcement
Lawsuit
LGBTQ
Malware
Police Brutality
Product Recall
Regulatory Compliance
Religion
Retirement
Social Justice
Stocks
Supply Chain
Whistleblower
Workforce
World Trade
< Previous
1
2
3
4
5
6
7
8
9
...
95
96
Next >
420 with CNW — US Congressional Committee to Conduct Hearing This Week on Illegal Chinese Cannabis Operations
September 18, 2025
Via
Investor Brand Network
Topics
Cannabis
Law Enforcement
Tickers
ACB
TSX:ACB
Exposures
Cannabis
Legal
This AI Stock Just Joined Apple and Microsoft in the $3 Trillion Club. Is It a Buy?
September 18, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Law Enforcement
Lawsuit
Tickers
AAPL
GOOG
GOOGL
MSFT
NVDA
Exposures
Artificial Intelligence
Financial
Legal
Alphabet Navigates Regulatory Gauntlet: Antitrust Ruling Spares Breakup, EU Slaps Hefty Ad-Tech Fine
September 17, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Law Enforcement
Tickers
AAPL
AMZN
CRTO
GOOGL
META
MGNI
Exposures
Artificial Intelligence
Economy
Financial
BestUSAPayday Releases 2025 Outlook on the Evolving U.S. Payday Loan Market
September 17, 2025
Via
AB Newswire
Topics
Law Enforcement
Exposures
Legal
Why Are Krispy Kreme (DNUT) Shares Soaring Today
September 17, 2025
Via
StockStory
Topics
Economy
Government
Initial Public Offering
Tickers
AAPL
DNUT
MSFT
Exposures
Interest Rates
Legal
Political
Market Euphoria: S&P 500 and Nasdaq Soar to New Highs as Trump Pauses Tariff Onslaught
September 16, 2025
Via
MarketMinute
Topics
Economy
Government
Law Enforcement
Tickers
AAPL
BMWYY
CLF
F
GM
KR
Exposures
Economy
Interest Rates
Legal
Burneikis Law, P.C. Publishes Article on Marijuana-Related Traffic Fatality Data
September 16, 2025
Via
Press Advantage
Topics
Cannabis
Death
Law Enforcement
Exposures
Cannabis
Death
Legal
Sleep Number (SNBR) Stock Trades Down, Here Is Why
September 16, 2025
Via
StockStory
Topics
Economy
Government
Law Enforcement
Tickers
SNBR
Exposures
Interest Rates
Legal
Political
Sezzle (SEZL) Stock Trades Down, Here Is Why
September 16, 2025
Via
StockStory
Topics
Economy
Government
Initial Public Offering
Tickers
KO
MSFT
Exposures
Interest Rates
Legal
Political
Eddy Arias Releases Debut Novella Alicia: A Literary Mystery of Control, Motherhood, and Disappearance
September 16, 2025
Via
AB Newswire
Topics
Immigration
Law Enforcement
Tickers
AMZN
Exposures
Immigration
Legal
Donald Trump Slaps New York Times With $15 Billion Lawsuit, Accuses Of Bias, Illegal Donations And 'Unheard Of' Harris Endorsement
September 16, 2025
Via
Benzinga
Topics
Government
Law Enforcement
Lawsuit
Tickers
NWS
NWSA
NYT
Exposures
Financial
Legal
Political
Li Auto Turns To i6 SUV With Bigger Range And Lower Price — Launch Set For Sept. 26 After i8 Backlash
September 16, 2025
Via
Stocktwits
Topics
Law Enforcement
Tickers
LI
Exposures
Legal
Barry I. Gold Examines the Complex History and Ongoing Impact of Opioids in His Latest Book “We’re Overdosed”
September 15, 2025
Via
AB Newswire
Topics
Derivatives
Law Enforcement
Exposures
Derivatives
Legal
Plug Power (PLUG) Stock Trades Up, Here Is Why
September 15, 2025
Via
StockStory
Topics
Economy
Government
Law Enforcement
Tickers
PLUG
Exposures
Interest Rates
Legal
Political
Novo Nordisk Faces Headwinds: Competitive Pressures and Compounded Drugs Force Lowered Outlook
September 15, 2025
Via
MarketMinute
Topics
Economy
Intellectual Property
Law Enforcement
Tickers
LLY
NVO
VKTX
Exposures
Economy
Intellectual Property
Legal
Prediction: The Path Is Finally Clear For These 2 Technology Giants to Surpass $4 Trillion Valuations
September 14, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Law Enforcement
Tickers
AAPL
GOOG
GOOGL
NVDA
Exposures
Artificial Intelligence
Legal
Forget President Donald Trump's Tariffs and Their Inflationary Impact -- This Is Wall Street's Ticking Time Bomb, Based on What History Tells Us
September 14, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Government
Exposures
Artificial Intelligence
Economy
Interest Rates
Alphabet's AI Edge Survives Court Ruling, but Is There a Long-Term Risk?
September 12, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Law Enforcement
Tickers
AAPL
GOOG
GOOGL
MSFT
Exposures
Artificial Intelligence
Legal
Trump's Tariff Tsunami: A Century of Protectionism Reshapes Global Trade and Ignites Economic Turmoil
September 12, 2025
Via
MarketMinute
Topics
Economy
Government
Law Enforcement
Tickers
AAPL
BIRK
NKE
STLA
Exposures
Economy
Interest Rates
Legal
Freshworks (FRSH) Stock Trades Down, Here Is Why
September 12, 2025
Via
StockStory
Topics
Artificial Intelligence
Economy
Government
Tickers
FRSH
Exposures
Artificial Intelligence
Interest Rates
Legal
Front Lines of the Tariff Wars: US Agriculture and Manufacturing Endure Disproportionate Economic Strain
September 12, 2025
Via
MarketMinute
Topics
Economy
Government
Law Enforcement
Tickers
ADM
BG
CAT
DE
HOG
TSN
Exposures
Economy
Ethanol
Interest Rates
Deadline to Lead in Securities Class Action Against SelectQuote, Inc. (SLQT) is October 10, 2025 - Contact Kaplan Fox
September 12, 2025
Via
NewMediaWire
Topics
Law Enforcement
Lawsuit
Tickers
SLQT
Exposures
Financial
Legal
Deadline to Lead in Securities Class Action Against SelectQuote, Inc. (SLQT) is October 10, 2025 - Contact Kaplan Fox
September 12, 2025
Via
TheNewswire.com
Topics
Law Enforcement
Lawsuit
Tickers
SLQT
Exposures
Financial
Legal
Stitch Fix, Figs, Laureate Education, Wyndham, and Adtalem Shares Skyrocket, What You Need To Know
September 11, 2025
Via
StockStory
Topics
Economy
Government
Law Enforcement
Tickers
ATGE
FIGS
LAUR
SFIX
WH
Exposures
Interest Rates
Legal
Political
Grid Dynamics, Huron, Ibotta, Getty Images, and Sinclair Stocks Trade Up, What You Need To Know
September 11, 2025
Via
StockStory
Topics
Economy
Government
Law Enforcement
Tickers
GDYN
GETY
HURN
IBTA
SBGI
Exposures
Economy
Interest Rates
Legal
Ziff Davis and ManpowerGroup Stocks Trade Up, What You Need To Know
September 11, 2025
Via
StockStory
Topics
Economy
Government
Law Enforcement
Tickers
MAN
ZD
Exposures
Economy
Interest Rates
Legal
Interface, Lumen, Iridium, Cogent, and Equifax Stocks Trade Up, What You Need To Know
September 11, 2025
Via
StockStory
Topics
Economy
Government
Law Enforcement
Tickers
CCOI
EFX
IRDM
LUMN
TILE
Exposures
Economy
Interest Rates
Legal
Wild Encounters Await in the New Smyrna Beach Area
September 11, 2025
Via
Get News
Topics
Law Enforcement
Exposures
Legal
Tesla's Profound Duality: Automotive Headwinds Clouded by AI and Energy Breakthroughs
September 11, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Electric Vehicles
Law Enforcement
Tickers
AAPL
F
GE
GM
NVDA
TSLA
Exposures
Artificial Intelligence
Electric Vehicles
Financial
Carnival (CCL) Stock Is Up, What You Need To Know
September 11, 2025
Via
StockStory
Topics
Economy
Government
Law Enforcement
Tickers
CCL
Exposures
Interest Rates
Legal
Political
< Previous
1
2
3
4
5
6
7
8
9
...
95
96
Next >
Stock Quote API & Stock News API supplied by
www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the
Privacy Policy
and
Terms Of Service
.
© 2025 FinancialContent. All rights reserved.